Senior Client Relationship Manager

2 days ago


Pune, Maharashtra, India beBeeRelationship Full time ₹ 1,50,00,000 - ₹ 2,00,00,000
Role Overview

This role will see you join our banking team, catering to diverse customer groups through multiple channels.

Your Key Responsibilities:
  • Client Acquisition: Assist in executing micro-events for acquiring new clients. Acquire new accounts from existing customers and their families, as well as referrals from current clients.
  • Relationship Building / Deepening / Cross Selling: Foster consistent growth of the Savings portfolio. Collaborate with senior team members to establish synergies for maximum Investment & Insurance sales penetration to new customers, alongside deepening into existing client relationships.
  • Retention: Ensure top-tier service delivery to clients, aligning with industry best practices. Monitor high net worth accounts closely to ensure continuous use and balanced growth.
Requirements:
  • A minimum of 7-12 years' experience in a relevant field is required.
  • Candidates should possess excellent English communication skills and be well-groomed.
  • Graduation is the minimum qualification needed.
  • The candidate must have experience servicing or sourcing clients with 20 lacs+ relationships.
About Us:

We strive to create an inclusive environment where we empower each other to excel daily. This includes acting responsibly, thinking commercially, taking initiative, and working collaboratively. Together, we celebrate and share our successes.



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